Orion Portfolio Solutions, LLC Purchases in Q4 2024

Orion Portfolio Solutions, LLC

  • $9.52 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
URI
United Rentals, Inc.

Industrials
92
+ 1.89%
$704.44 - $880.32 $64.8K - $81K
4.95K $3.49M
NVS
Novartis Ag

Healthcare
1.2K
+ 3.69%
$96.78 - $117.18 $116K - $140K
33.6K $3.27M
DD
Du Pont De Nemours, Inc.

Basic Materials
705
+ 1.74%
$75.95 - $88.05 $53.5K - $62.1K
41.2K $3.14M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
154
+ 1.75%
$396.64 - $516.74 $61.1K - $79.6K
8.96K $3.61M
MDT
Medtronic PLC

Healthcare
3.18K
+ 4.35%
$79.61 - $92.24 $253K - $294K
76.4K $6.1M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
9.04K
+ 3.23%
$24.04 - $26.75 $217K - $242K
289K $7.01M
CUBE
Cube Smart

Real Estate
370
+ 0.74%
$41.74 - $53.03 $15.4K - $19.6K
50.5K $2.17M
PFE
Pfizer Inc

Healthcare
29.6K
+ 5.35%
$24.8 - $30.19 $733K - $892K
582K $15.4M
HD
Home Depot, Inc.

Consumer Cyclical
1.84K
+ 2.35%
$385.02 - $431.37 $707K - $792K
79.9K $31.1M
LRCX
Lam Research Corp

Technology
47.6K
+ 876.03%
$70.05 - $814.09 $3.33M - $38.7M
53K $3.83M
AMT
American Tower Corp

Real Estate
648
+ 4.13%
$179.4 - $232.01 $116K - $150K
16.3K $2.99M
LMT
Lockheed Martin Corp

Industrials
1.83K
+ 11.49%
$479.66 - $614.62 $879K - $1.13M
17.8K $8.64M
UNP
Union Pacific Corp

Industrials
1.94K
+ 3.09%
$223.15 - $249.32 $432K - $482K
64.5K $14.7M
KO
Coca Cola CO

Consumer Defensive
24K
+ 10.44%
$61.74 - $71.71 $1.48M - $1.72M
253K $15.8M
GE
General Electric CO

Industrials
1.76K
+ 3.73%
$159.95 - $194.23 $281K - $341K
48.8K $8.14M
SHW
Sherwin Williams CO

Basic Materials
461
+ 2.12%
$338.75 - $399.71 $156K - $184K
22.2K $7.55M
VTV
Vanguard Value ETF

ETFs
9.62K
+ 2.13%
$168.32 - $181.87 $1.62M - $1.75M
461K $78.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1
+ 0.0%
$82.28 - $117.52 $82.3 - $118
38.9K $3.3M
MU
Micron Technology Inc

Technology
1.05K
+ 2.21%
$84.16 - $113.41 $87.9K - $119K
48.3K $4.07M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
11
+ 0.0%
$74.5 - $78.37 $820 - $862
244K $18.2M
PHM
Pultegroup Inc

Consumer Cyclical
1.43K
+ 4.61%
$108.86 - $149.04 $156K - $213K
32.4K $3.53M
DUK
Duke Energy Corp

Utilities
1.94K
+ 1.28%
$105.76 - $120.76 $205K - $234K
153K $16.5M
ZTS
Zoetis Inc.

Healthcare
5.45K
+ 9.16%
$162.24 - $194.42 $884K - $1.06M
64.9K $10.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
166K
+ 167.45%
$25.79 - $80.4 $4.29M - $13.4M
266K $6.92M
SO
Southern CO

Utilities
11.3K
+ 4.36%
$81.5 - $94.15 $921K - $1.06M
270K $22.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
165K
+ 165.34%
$26.93 - $84.95 $4.46M - $14.1M
266K $7.26M
PEP
Pepsico Inc

Consumer Defensive
5.92K
+ 4.77%
$151.29 - $176.1 $896K - $1.04M
130K $19.8M
CI
Cigna Corp

Healthcare
5.26K
+ 13.23%
$265.59 - $358.58 $1.4M - $1.89M
45K $12.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.73K
+ 2.37%
$87.1 - $98.49 $325K - $367K
161K $14.1M
DHI
Horton D R Inc

Consumer Cyclical
170
+ 0.62%
$137.24 - $194.56 $23.3K - $33.1K
27.7K $3.88M
IDV
Ishares Tr

ETFs
44.3K
+ 4.83%
$27.03 - $29.92 $1.2M - $1.32M
961K $26.3M
ABBV
Abb Vie Inc.

Healthcare
4.96K
+ 3.6%
$164.99 - $203.87 $819K - $1.01M
143K $25.4M
DHR
Danaher Corp

Healthcare
6.36K
+ 9.0%
$226.16 - $274.52 $1.44M - $1.75M
77K $17.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
24.9K
+ 2.97%
$44.04 - $49.49 $1.1M - $1.23M
864K $38M
SCHX
Schwab Strategic Tr Us Large C

ETFs
593K
+ 157.03%
$22.4 - $68.28 $13.3M - $40.5M
970K $22.5M
NVO
Novo Nordisk A S

Healthcare
28.3K
+ 10.51%
$85.0 - $120.04 $2.41M - $3.4M
298K $25.6M
VEA
Vanguard Ftse Developed Market

ETFs
54.8K
+ 2.78%
$47.57 - $52.44 $2.61M - $2.87M
2.02M $96.8M
Activity Summary
Buys All Purchases 938 New Holdings 158 Increased Positions 780 Sells All Sells 866 Reductions 866 Sold out 0 Options Calls 0 Puts 0
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